Roblox will report its second-quarter earnings on July 30, with analysts expecting an 11% year-over-year revenue increase and a narrower net loss. The gaming platform's daily active users fell from a peak of 152 million in the third quarter of 2025 to 132 million in the first quarter of 2026, while total hours engaged dropped from 40 billion to 31 million over the same period. The company attributed the declines to seasonal factors, waning interest in viral games, international outages and bans, and safety reforms. Roblox's stock has fallen 60% over the past 12 months, and it remains unprofitable due to high infrastructure and safety costs. The author suggests avoiding the stock unless key user metrics stabilize.
Roblox CorpDaily active users and hours engaged declined significantly, indicating weakening end-user demand for the platform.